Gardner Creighton Taylor

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2024 → 12/2024
  Unemployed
  Columbia, SC
• 08/2021 → 01/2022
  Student
  Columbia, SC
• 01/2021 → 05/2021
  Shop Mea Home
  Irmo, SC
• 12/2024 → 02/2025
  Aml Rightsource
  Cleveland, OH
• 01/2022 → 05/2022
  Cola Wealth Advisors
  Lexington, SC
• 06/2017 → 10/2017
  Tropical Smoothie Cafe
  Irmo, SC
• 10/2017 → 05/2018
  Moe'S Southwest Grill
  Irmo, SC
• 05/2021 → 08/2021
  Chipotle Grill
  Columbia, SC
• 03/2025 → Present
  Fidelity Investments
  Raleigh, NC
• 07/2001 → 06/2017
  Unemployed
  Irmo, SC
• 03/2020 → 07/2021
  Bluefish Mill
  South Congaree, SC
• 07/2019 → 03/2020
  Student
  Columbia, SC
• 05/2018 → 07/2019
  Smoothie King
  Irmo, SC
• 05/2022 → 11/2024
  Cola Wealth Advisors
  Lexington, SC

Previous Registrations

• 2023-03-09 → 2024-11-12
  Centaurus Financial, Inc.
  Lexington, SC

Exams

• S66 Uniform Combined State Law Examination
  2023-03-09